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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,489 | $59,006+90.6% | $97,197+15.7% | $74,429+51.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | 117.24% | 16.04%+101.2pp | 75.47%+41.8pp | 1368.38%-1251.1pp |
| Employer contribution / active EE | $13,171 | $1,894+595.5% | $2,723+383.7% | $2,625+401.8% |
| Participant deferral / active EE | $12,404 | $3,671+237.9% | $4,263+190.9% | $4,348+185.3% |
| Admin fee / account holder | $21,315 | $1,974+979.8% | $5,637+278.1% | $1,944+996.3% |